Miller Jones is a CFP-designated registered investment advisor at Dalton Wealth Planners, based in Dalton, GA, with 17 years of industry experience. Miller operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.05% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fee Estimator
Location
1515 Abutment Rd, Suite 105, Dalton, GA, 30721
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Miller sells fixed insurance products, dedicating minimal time to this investment-related activity. Miller also acts as a Power of Attorney (POA) for a non-client in Dalton, GA.
Employment History
Current Registrations
Dalton Wealth Planners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.